Review open quote context after competitor news
Put competitor news beside the proposals it may affect, then decide on the next step with the context in front of you.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Why this helps
Competitor updates can create pressure to act quickly without a clear view of which customer proposals might be affected.
- Connect competitor research to relevant existing quotes.
- Focus review on opportunities that may be affected.
- Avoid a separate manual search through quote records.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3Give one plain-language instruction to summarize a competitor signal and retrieve potentially relevant Xero quotes for your review.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one competitor update and assess whether the quote summary is focused.
Questions about this workflow
Will it change quote pricing?
No. It retrieves quotes so you can decide whether any action is appropriate.
What does the webhook send?
It should carry the competitor finding or a clear reference to the research you want reviewed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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